Steve Block
Gestor de Cartera-Acciones en Phocas Financial Corp. .
Perfil
Mr. Stephen L.
Block, CFA MBA, is a Portfolio Manager at Phocas Financial Corp.
From 1996 to 2005, Mr. Block was an institutional portfolio manager at Bay Isle where he managed institutional equity portfolios for Bay Isle, Berger LLC, and Janus Capital Group.
Prior to joining Bay Isle, Mr. Block served as Senior Financial Analyst for two years in M&T Bank’s corporate finance department.
He also spent three years as an employee benefit plan Actuarial Consultant for Howard Johnson & Company.
Mr. Block received his M.B.A.
from the University of Michigan’s Ross School of Business in accounting and finance.
He received his B.A.
in Quantitative Economic Decision Science from University of California, San Diego.
Mr. Block also holds the Chartered Financial Analyst designation, and is a member of the Security Analysts of San Francisco.
Cargos activos de Steve Block
| Empresas | Cargo | Inicio |
|---|---|---|
Phocas Financial Corp.
 Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Gestor de Cartera-Acciones | 01/03/2006 |
Antiguos cargos conocidos de Steve Block.
| Empresas | Cargo | Fin |
|---|---|---|
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Analyst-Equity | 30/06/2005 |
Howard Johnson & Co.
 Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Corporate Officer/Principal | - |
Manufacturers & Traders Trust Co.
 Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Formación de Steve Block.
| University of Michigan | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Finance |
Phocas Financial Corp.
Phocas Financial Corp. Investment ManagersFinance Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors. | Finance |
Manufacturers & Traders Trust Co.
Manufacturers & Traders Trust Co. Regional BanksFinance Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY. | Finance |
Howard Johnson & Co.
Howard Johnson & Co. Miscellaneous Commercial ServicesCommercial Services Part of Bank of America Corp., Howard Johnson & Co. provides accounting services. The company is based in New York, NY. Howard Johnson was acquired by Merrill Lynch & Co., Inc. /Old/ on September 09, 1998 for $92 million. | Commercial Services |
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